Hyperion Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $413K | Hold |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $895K | Hold |
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|
2021
Q2 | $895K | Hold |
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|
2021
Q1 | $801K | Hold |
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|
2020
Q4 | $652K | Hold |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $344K | Buy |
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